As part of Truepoint's commitment to client service excellence, we initiated a formal client satisfaction dialogue survey with Wm Law & Associates, Inc. in January 2005. Wm Law & Associates, Inc. is an established consulting firm with a proven record of helping financial services organizations sustain growth and profitability. Commitment
Archives for February 2007
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.